Consolidated Income Statement Case Study Task: Format Account Balances Columns

Note: You can access an existing layout that was created for the One View Financial Statements feature only by using the Manage Layout option on the Work with Statement Definition form. If you exited the Layout Editor after you completed the last set of steps and need to re-access an existing layout, see Consolidated Income Statement Case Study Task: Accessing an Existing Layout (Optional).

You can format the appearance of the account balances in columns by applying column masks. You can perform other formatting tasks, such as hiding zero balances and making values appear in a bold text, for all columns with numeric values.

When you set up your row definition, you selected the Enable Level of Detail Rollup check box. In the statement version that you ran, you also specified detail level 6 for the rollup. Because you enabled the level of detail, you can use the levels as a basis for formatting the account descriptions and balances.

You must format each column separately because you must use the Account Level of Detail under the appropriate section name when you work in the Highlight window of the Conditional Formatting feature.

Note: The Description column has a row of Xs along the top of the column cells, and the account balance columns have a 0 (zero) at the top of the column cells. These values indicate that the Description column is a string value and the account balances column are numeric values. The Xs and 0s do not print on the statement output, so there is no need to hide or format the values.

In this section, you will complete the following tasks for all numeric columns, except the percent of revenue and percent of change columns:

• Hide zero balances.

• Apply column masks.

• Format account balances to match descriptions.